Financial Professional - Entry Level

Job Description

Job Description

Financial Professional – Entry Level (Training Provided)

We are looking for individuals who are interested in starting a career in financial services with structured training and full support through licensing. This is an entry level opportunity designed for people who are coachable, motivated, and ready to build long term professional skills. No prior experience in the industry is required.

This is a career with purpose and long term opportunity. You will help clients make important financial decisions such as retirement planning, protection strategies, and education savings while building meaningful impact for individuals, families, and small businesses.

About the opportunity :
You will work closely with our team to help individuals and families with financial protection, retirement planning, and long term financial strategies. Full training is provided, including support for obtaining your Life and Health insurance license. We also provide access to an industry leading learning platform, personalized coaching, and digital tools to support your success.

Training and development

We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents.

Digital tools

Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with - web, social, and email content.

Products and solutions

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions.

Human guidance

When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.

How we will compensate you.

You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359. Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link -professionals/ income-and-benefits.

About New York Life...

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

Awards & Accolades...

We’re proud of our financial strength.

• A++ Superior (A.M. Best)

• AAA Exceptionally Strong (Fitch)

• Aaa Exceptional (Moody’s)

• AA+ Very Strong (Standard & Poor’s)

We’re proud of the training we offer.

• Chief Learning Officer: 2023 CLO Learning Elite Gold award

We’re proud to be recognized by organizations that also value diversity.

• Human Rights Campaign: 2023/2024 Corporate Equality Index

• Forbes 2023: America’s Best Employers for Diversity

• Seramount: 2023 Best Companies for Multicultural Women

We’re proud of the help we’ve provided and continue to provide our clients.

• 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies

• $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.

• $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.

• Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.

This position is with a client-focused financial planning practice affiliated with New York Life Insurance Company and led by Alison J. Flaum, CLU, ChFC, MS. The practice serves clients across more than 30 states and operates on a referral-based model centered on trust, professionalism, and long-term relationships. The team works in a fast-paced, in-office environment where organization, efficiency, teamwork, initiative, and accountability are essential. This role supports daily operations in a highly structured and detail-oriented service environment and offers opportunities for professional development and advancement into expanded operations and office management responsibilities for individuals who demonstrate strong performance and leadership.

Company Description

This position is with a client-focused financial planning practice affiliated with New York Life Insurance Company and led by Alison J. Flaum, CLU, ChFC, MS. The practice serves clients across more than 30 states and operates on a referral-based model centered on trust, professionalism, and long-term relationships. The team works in a fast-paced, in-office environment where organization, efficiency, teamwork, initiative, and accountability are essential. This role supports daily operations in a highly structured and detail-oriented service environment and offers opportunities for professional development and advancement into expanded operations and office management responsibilities for individuals who demonstrate strong performance and leadership.